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Oracle Argus Safety English User's Guide Release 7.0.3 E40566-01 |
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# 6 Advanced Conditions

This chapter provides information about Advanced Conditions, a powerful search tool that enables you to build complex queries for retrieving system data.

## Advanced Conditions

You can create complex or non-standard queries in the Advanced Conditions dialog box where you can define field-level search criteria. Detailed knowledge of the database schema is not required.

Click the Advanced Conditions button to begin creating advanced conditions to open the Advanced Conditions dialog box.

From the Advanced Condition dialog box, you can save and retrieve sets of search criteria (advanced conditions) and add, edit, or delete them. Access rights and permissions can be assigned to individual advanced conditions. You can execute and modify rights to one or more groups on a per-advanced condition basis.

Note: Note: Only users with execute rights for an advanced condition, can view the advanced condition in the drop-down list in the Case Open dialog.

When using Advanced Conditions, be aware of the following:

- By default, the Advanced Conditions drop-down list enables you to view only the New, None, and already selected Advanced Conditions.

- Select New or None from the drop-down list and click the AC button to create a new advanced condition.

### About the Advanced Condition Screen

You can choose and rename a query set on the Advanced Condition screen. However, the rename function is restricted to users who have permission to modify the advanced condition. When you open an advanced condition or query set, the system places the current query name in the Name field. The following is an illustration of the Advanced Condition screen.

When using the Advanced Condition screen:

- You must click Save to record changes to the advanced condition name.

- The system disables the Save button until you enter an advanced condition name in the Name field.

- If you fail to enter a name before saving, the system displays the following message: 'Please enter the Advanced Condition name before saving'.

- When you click Save, the system saves the query set with the new name and description.

- When you click Save, the system refreshes the Query Set drop-down list.

- You can import an XLS, XLSX or TXT file with one column containing case numbers as shown in the following illustration.

- If you attempt to upload a file format other than XLS, XLSX, or TXT, the system displays the following message:

  Only XLS or Text Files are supported for Importing cases as a Hit List.

- When you upload a text file, each line in the file is considered a complete case number.

- When you click Import, the system enables you to browse to the file.

- If a case is missing (cannot be found), the system displays the following message:

  Case Number: XXXX is not found

- If a case has been deleted, the system displays the following message:

  Case Number: XXXX is deleted.

- If there are multiple missing or unfound cases, the system displays all of them in the message dialog box.

- If the same case has been entered multiple times; the system ignores it after it imports it.

- The system can import 1000 cases/60 seconds for the Hit List.

- After the system creates the Hit List, the user clicks Store Hit List. This system saves the advanced condition and stores the hit list so you can retrieve it for later use.

- When you click Hit List, the system displays the cases in the hit list, and all other data and options, on the Case Open screen for further processing

- When you click Export on the Hit List, the system exports the data in CSV format.

#### Filtering for Existing Advanced Conditions

Use the following procedure to filter for existing advanced conditions.

To filter for existing advanced conditions

1. Go to Case Actions > Open and open the Case Open page.

2. Click the Lookup icon next to the Advanced Condition drop-down list, to open the Advanced Conditions Lookup dialog box.

3. Select one of the following options from the drop-down list under Filter

   - Contains - Enables you to filter for advanced conditions that contain the entered criteria.

   - Starts With - Enables you to filter for all advanced conditions that start with the entered criteria.

4. Enter the search criteria for the advanced conditions in the text box, as applicable.

5. Click Filter to display the advanced conditions matching the specified filtering criteria.

6. Select the appropriate advanced condition from the list.

7. Execute any of the actions below, as applicable:

   - Click OK to list the selected advanced condition in the Advanced Conditions drop-down list.

   - Click AC to display the details for the selected advanced condition in the Advanced Conditions dialog.

   - Click Cancel to close the Advanced Condition Lookup dialog without saving changes.

   - Select a previously selected advanced condition from the drop-down list to apply the search criteria for that condition.

#### Viewing Results from Existing Advanced Conditions

Use the following procedure to view the results of existing advanced conditions.

To view the results of an existing advanced condition.

1. Select an Advanced Condition from the Advanced Conditions drop-down list.

2. Click Search.

3. The system displays the cases matching the criteria specified in the selected Advanced Condition.

4. The system displays a list of matching cases is displayed in the Total Number of Rows section.

### Working with Advanced Conditions

This section provides information about how to create and user Advanced Conditions.

#### Creating, Viewing or Modifying Advanced Conditions

Use the following procedure the create, view, or modify an advanced condition.

To create an advanced condition

1. Select New from the Advanced Conditions drop-down list

   OR

   Click the Advanced Conditions icon.

2. When the system opens the Confirmation dialog box:

   Click Yes to create a new advanced condition query set

   OR

   Click No to create a new advanced condition by associating logical operators (like AND, OR) with items from the Case Form.

3. If you select No, the system opens an Advanced Condition Set dialog box.

#### About the Advanced Condition Set Dialog Box

The Advanced Condition Set dialog enables you to search for those entities under the Properties tree-list, which are from either the case data or from the code list.

The dialog box has two buttons that provide this functionality:

- From Code List -- If you select this option, the Value drop-down list displays a list of all values configured in the Code List

- From Case Data -- If you select this option, the Value drop-down list displays only the values actually in the cases.

- These radio buttons display only if the selected entity belongs to a code list. Select the relevant entity and one of the radio buttons, as applicable to search the entity based on the code list or case data, as specified.

- The Product name field can contain up to 70 characters for searching.

- In the Suspect Product Name, Product Name 2/Study Cases, Company Product, Study Drug, and Primary Suspect Drug sections, you select the product from the company product browser instead of the drop-down values by clicking the select button in the Read Only text field.

- When you click the select button, the system transfers the Product Name to the UI to enable you to search on the selected product.

- Select a property type from the Properties tree list.

#### Additional Information about Properties

The items available in the folders in the Properties list represent Case Form fields you can use to perform the search in the advanced conditions.

Be aware of the following:

- You can auto-populate an Advanced Condition by right-clicking a field in the Properties section to enable a field-to-field comparison.

- When you select a Property for which terms can be encoded, the system enables the Select button. You can use the MedDRA Browser to select (possibly) multiple terms for the property. Refer to Using the MedDRA Browser for Advanced Conditions for further details.

- The system enables an SMQ icon when you select SMQ-related properties from the Properties tree-list. Click this icon to view the SMQ Info dialog. It contains details about the selected SMQ.

- In the Conditions list, select a condition that must apply to the item selected above.

  Available conditions are:

equal to contains less than greater than | not equal to greater than or equal to less than or equal to exists | missing does not contain begins with

1. In the Value field, enter the value that applies to the property or select an appropriate value from the list.

2. If the created condition created is to be linked with another condition, select the appropriate logical operator from the list adjoining Value.

3. Click Add to add the newly created condition to the advanced condition.

   Tip: You can use the AND and OR logical operators to link an existing condition to a new condition. If you are using the AND operator to link two conditions, both conditions must be TRUE for the advanced condition to be TRUE. In all other cases, the advanced condition evaluates to FALSE. If you are using the OR operator to link two conditions, the advanced condition is TRUE if either or both conditions are TRUE. The advanced condition evaluates to FALSE if both conditions are FALSE.

4. Repeat steps 3 through 8 to add more conditions to the advanced condition.

5. After entering each of the conditions required for the advanced condition, click Save.

6. Enter a name for the advanced condition and click OK.

#### Sharing Advanced Conditions

The system provides the option of share advanced conditions with other users. To enable other users to use the advanced condition, click the Share with other users.

When sharing advanced conditions with other users, be aware of the following:

- If an Advanced Condition is not shared with other users, the Advanced Condition does not appear in the Advanced Condition list for any user except the Administrator and the user who created it.

- If the Advanced Condition is shared, all users in the system can view the advanced condition, but cannot modify it.

- You cannot stop sharing an Advanced Condition, if the Advanced Condition is in use in the system.

Tip: To enter a customized Date Range: Select Custom Date Range from the list. Enter an appropriate date range in the custom date range dialog. Click OK.

#### Using Advanced Conditions

You can use Advanced Conditions from the Case Selection dialog. Use the following procedure to do so.

To use advanced conditions

1. Select Case Actions --> Open.

2. Depending on how the criteria is to be used, you can do the following:

   - Use a set of previously saved criteria

   - Select the appropriate set of criteria from the Advanced Condition list.

   - Select the set of criteria from the Advanced list and click the adjoining Advanced Condition icon.

   - Add a new condition to a set of criteria

   - Create a new advanced condition by associating logical operators (like AND, OR) with items from the Case Form

#### Creating an Advanced Condition Query Set

Use the following procedure to create a Query Set of Advanced Conditions.

To create a Query Set of Advanced Conditions:

1. Select New from the Advanced Conditions drop-down list or click the Advanced Conditions icon.

2. A dialog that prompts for the creation of an advanced condition query set opens.

3. Click Yes to create a set of advanced conditions by linking together those advanced conditions that have been defined previously.

4. The Advanced Condition Set dialog appears. In this dialog, previously-created advanced conditions can be linked together using set operators like UNION, MINUS, and INTERSECT.

5. Click Add to add an advanced condition to the query set. A new row opens in the advanced condition selection area. In this row, select an appropriate advanced condition from the Advanced Condition list.

   Tip: To modify, open, or delete advanced conditions, click Open in the Advanced Conditions dialog. A list of all the advanced conditions will be displayed. In this list, select the appropriate advanced condition and click Open to open or modify it, or Delete to delete it. To view or modify the SQL statement associated with an advanced condition, click Show SQL. Make the required modifications to the SQL statement, if necessary.

6. Select an appropriate set operator from the Set Operator list. This set operator will link this advanced condition to the next advanced condition.

7. To add the next advanced condition to the query set, click Add.

8. Repeat steps 5 through 7 for each advanced condition that must be entered in the query set.

Note: If the required advanced condition is not already present in the list, it can be created by selecting (New) from the list. If an existing advanced condition requires modification, select it and click Edit. The advanced condition can be edited by a user only if it was created by that user.

8. When each of the advanced conditions for the query set is entered, click Save.

9. Enter a name for the advanced condition and click OK.

Note: To view or modify the SQL statement associated with an advanced condition, click Show SQL. Make the required modifications to the SQL statement, if necessary.

##### Renaming Query Sets

You can rename a query set from the Advanced Condition Set screen. However, only users with the appropriate permissions can modify a query set. When the user opens an advanced condition or query set, the system places the current query name in the Name field. The following is an illustration of the Advanced Condition Set screen.When renaming a query set, be aware of the following:

- Click Save to update the changes to the query set name.

- The system disables the Save button until you enter an advanced condition name in the Name field.

- When you click Save, the system saves the query set with the new name and description.

- When you click Save, the system refreshes the Query Set drop-down list.

- If you fail to enter a query set name before clicking Save, the system displays the following message:

- Please enter Advanced Condition Query Set Name before saving.

- If you rename the query set and attempt to close the Advanced Condition Set window without clicking Save, the system displays the following error message:

- You have made changes to the existing item. If you press OK, changes made will be lost.

- When you click New, the system clears all values from the Name, Description, and Query Set fields.

#### Using the Hit List Tab

The Hit List tab enables you to search for cases that match the query set criteria for the advanced condition.

To search for cases

1. Click Find Now in the Hit List tab of the Advanced Conditions dialog.

2. This system runs a search based on the selected query set criteria and displays a list of cases (if any) that satisfy the advanced condition query set.

The following table show the operations you can perform in the Hit List tab.

To... | Do the following
--- | ---
Manually add an existing case to the hit list | Click Add and enter the Case ID in the text box
Remove a case from the hit list | Click Delete
Save the hit list result for future use | Click Store Hit List
Retrieve results of the saved hit list | Click Retrieve Hit List
Save the hit list as a text file | Click Export
View SQL for Query | Click Show SQL
Run a Query | Click Find